See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,779 | $86,699+18.5% | $73,307+40.2% | $125,391-18.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.21% | 2.78%-2.6pp | 5.67%-5.5pp | 282.22%-282.0pp |
| Employer contribution / active EE | $16,392 | $4,152+294.8% | $3,237+406.4% | $4,866+236.9% |
| Participant deferral / active EE | $6,693 | $5,550+20.6% | $4,991+34.1% | $5,352+25.1% |
| Admin fee / account holder | $4,307 | $7,771-44.6% | $5,637-23.6% | $9,540-54.9% |